Los Angeles Metropolitan Area
AI is no longer just a technology discussion. For CFOs, it is becoming a business, financial, governance, and capital allocation issue. I work with CFOs and senior finance leaders who are evaluating questions such as: • What will AI really cost beyond the software? • Which AI investments deserve capital? • How should vendors, contracts, and implementation risk be evaluated? • Where can AI create measurable business value? • How do we avoid pilots that never become business outcomes? • What role should finance play in AI governance? Through Feedback Systems, Inc., I help executives use AI as a strategic thought partner for better decisions, faster analysis, board preparation, scenario planning, AI investment evaluation, and stronger business cases. My background includes financial modeling, M&A due diligence, executive research, data-driven decision support, and more than two decades advising organizations through Feedback Systems, Inc. Earlier in my career, I worked at EY, where I developed a foundation in finance, diligence, and executive-level analysis that still shapes how I approach AI today. I also serve as a strategic advisor and business developer for Global AI Advisors, helping connect executives with broader AI advisory, governance, implementation, transformation, and adoption expertise when their needs extend beyond my individual advisory work. CFOAIADVISORS.com is my CFO-focused advisory resource. AIUseCases.info is a broader Feedback Systems initiative focused on practical AI workflows, executive briefings, and real-world use cases. The goal is not AI hype. The goal is better decisions, clearer governance, stronger business cases, and more disciplined outcomes. I am also organizing small peer-to-peer roundtable discussions for CFOs and finance leaders on AI from a business point of view, including cost structure, contracting, governance, capital allocation, ROI, adoption, and risk. Please message me or go to CFOAIAdvisors.com to learn more If you are thinking through these issues, I would welcome the opportunity to connect.
I help executives turn AI initiatives into measurable business outcomes by focusing on execution, cost structure, and enterprise alignment. Key areas of focus: • AI investment decision support (cost, ROI, and risk evaluation) • Identifying hidden costs in AI implementations (tools, tokens, workflows, change management) • Bridging the gap between pilot programs and enterprise-scale deployment • Business development and partnership strategy for AI-driven organizations • Executive education on AI adoption, governance, and operating models Selected impact: • Generated significant business opportunities through digital strategy and partnerships • Supported enterprise and mid-market leaders in aligning technology initiatives with business outcomes • Built platforms and content ecosystems to educate executives on real-world AI use cases
Advised companies on financial strategy, growth planning, and transaction-related analysis. Key areas of work: • Financial modeling and business plan development • Due diligence support for mergers and acquisitions • Evaluation of operating assumptions and financial projections • Strategic analysis to support investment and growth decisions Supported leadership teams in making high-stakes, data-driven decisions under uncertainty